Executive Director of Tax Strategy and Operations

7 days ago


San Francisco, California, United States Creative Financial Staffing Full time

**About This Role**

We are seeking a highly skilled Executive Director of Tax Strategy and Operations to join our team at Creative Financial Staffing.

Job Summary:

The Executive Director of Tax Strategy and Operations will be responsible for managing outside service providers, including attorneys, investment brokers, and clients' employees. This role requires coordination of activities such as drafting documents for personal estate and entities, loan documents with lenders, and payroll for clients' employees.

Key Responsibilities:

  • Manage outside service providers, including coordination of activities such as drafting documents for personal estate and entities, coordinating loan documents with lenders, and payroll for clients' employees.
  • Meet or exceed client expectations by demonstrating creativity in developing integrated solutions utilizing a broad range of services including tax, estates and trusts, insurance and risk management, and philanthropy.
  • Ensure tax compliance (filings, extensions, review of tax returns for client and related entities) for accuracy on material issues.
  • Successfully resolve through research and analysis complex tax issues and proactively discuss issues and alternatives with client.
  • Manage existing client revenue through review of work in progress and preparation of billings for special projects/consulting services provided by the client.
  • Manage complex engagements through the ability to schedule multiple tasks simultaneously in order to complete a deliverable in a timely manner.
  • Develop internal and external (attorneys and brokers) networks to form strong working relationships with the goal of growing and generating new business opportunities and agreements.

Requirements:

To be successful in this role, you will need:

  • Bachelor's degree in business or related field
  • 7-10 years experience working with individuals, fiduciary tax issues, investments, financial and estate planning, and philanthropy

What We Offer:

We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience.

This is an excellent opportunity to join our dynamic team and take your career to the next level. If you are a motivated and experienced professional looking for a new challenge, please submit your application today.



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